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How Do I Create a New Customer

Creating a customer uses the same Add Contact form as any other contact - you simply set the Contact type to Customer. Go to Contacts and click "+ Add New," or…

Steps

  1. Go to Contacts and click "+ Add New," or open Get Paid → Invoices and add a new customer directly from there while creating an invoice.
  2. Enter the Contact name and set Contact type to "Customer" (or "Both" if they're also a supplier).
  3. Fill in any address or advanced details you need.
  4. Click "Save." The new customer now appears under both All Contacts and the Customers tab.

Related Articles

  • How Do I Create a New Customer Directly from Contacts?
  • How Do I Add a New Contact?
  • Can the Same Contact Be Both a Customer and a Supplier?

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